Purchases and Sales Made in Q1 2025 in Ares Capital Corp (ARCC)
This table provides information about the institutional ownership of Ares Capital Corp (ARCC) during Q1 2025. The information is specifically focused on institutions that hold shares of ARES CAPITAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
87.9K+ 28.78% |
$1.87M - $2.09M
|
394K
$9.04M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
81.7K+ 106.36% |
$1.74M - $1.95M
|
159K
$3.64M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
80.5K+ 10.12% |
$1.71M - $1.92M
|
876K
$20.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
80.2K+ 75.76% |
$1.71M - $1.91M
|
186K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
78.8K+ 39.26% |
$1.68M - $1.88M
|
280K
$6.42M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
76.6K+ 20.96% |
$1.63M - $1.82M
|
442K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
76.4K+ 753.9% |
$1.63M - $1.82M
|
86.5K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
67.9K+ 20.44% |
$1.44M - $1.62M
|
400K
$9.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
67.6K+ 6.7% |
$1.44M - $1.61M
|
1.08M
$24.7M
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
66.8KNew |
$1.42M - $1.59M
|
66.8K
$1.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
64.6K+ 2.79% |
$1.37M - $1.54M
|
2.38M
$54.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
63.1K+ 2.37% |
$1.34M - $1.5M
|
2.72M
$62.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
62.4KNew |
$1.33M - $1.49M
|
62.4K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
58.7KNew |
$1.25M - $1.4M
|
58.7K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
56.6K+ 14.84% |
$1.21M - $1.35M
|
438K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Partners Group Holding Ag
Baar Zug, V8 |
BUY
|
- |
56.1K+ 3.52% |
$1.19M - $1.34M
|
1.65M
$37.9M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
56.1KNew |
$1.19M - $1.33M
|
56.1K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
54.2K+ 31.12% |
$1.15M - $1.29M
|
228K
$5.24M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
53.6KNew |
$1.14M - $1.28M
|
53.6K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
53.2K+ 30.7% |
$1.13M - $1.27M
|
226K
$5.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
52.9KNew |
$1.13M - $1.26M
|
52.9K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
52.6K+ 19.95% |
$1.12M - $1.25M
|
316K
$7.26M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
51.3K+ 11.73% |
$1.09M - $1.22M
|
488K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
50.9K+ 1.09% |
$1.08M - $1.21M
|
4.7M
$108M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50.7K+ 112.58% |
$1.08M - $1.21M
|
95.7K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
49.1K+ 3.31% |
$1.05M - $1.17M
|
1.53M
$35.1M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
48K+ 26.43% |
$1.02M - $1.14M
|
230K
$5.27M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
46.4K+ 88.67% |
$987K - $1.1M
|
98.6K
$2.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
44.7KNew |
$952K - $1.06M
|
44.7K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
44.6KNew |
$948K - $1.06M
|
44.6K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
41.9KNew |
$892K - $998K
|
41.9K
$962K
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
41KNew |
$873K - $977K
|
41K
$942K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
41K+ 166.69% |
$873K - $977K
|
65.6K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
40.8KNew |
$869K - $972K
|
40.8K
$937K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
39.5KNew |
$841K - $941K
|
39.5K
$908K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
38.9K+ 24.12% |
$828K - $926K
|
200K
$4.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
38.8K+ 125.75% |
$825K - $923K
|
69.6K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
38.6K+ 61.05% |
$820K - $918K
|
102K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
37.8K+ 38.48% |
$805K - $901K
|
136K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
36.8KNew |
$783K - $876K
|
36.8K
$844K
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
33.8K+ 3.5% |
$719K - $805K
|
998K
$22.9M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
33.1K+ 27.6% |
$705K - $789K
|
153K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
33.1K+ 107.72% |
$705K - $789K
|
63.9K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
33.1KNew |
$705K - $788K
|
33.1K
$760K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
32.7K+ 7.52% |
$697K - $779K
|
468K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30.7K+ 6.04% |
$653K - $730K
|
538K
$12.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
30.3K+ 122.69% |
$645K - $722K
|
55K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
30K+ 93.94% |
$637K - $713K
|
61.8K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
28.9KNew |
$615K - $688K
|
28.9K
$664K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
27K+ 23.99% |
$574K - $642K
|
139K
$3.2M
|